-73.0%
CRDL vs VT
+169.6%
-242.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -2.5% |
| 7D | 0.0% | -0.7% | +0.7% | +1.1% |
| 30D | -14.4% | -1.7% | -12.7% | -12.1% |
| 3M | -32.7% | -2.3% | -30.4% | -30.5% |
| 6M | -24.3% | +1.5% | -25.9% | -25.7% |
| YTD | +5.9% | +12.0% | -6.2% | -8.7% |
| 1Y | -2.9% | +12.9% | -15.8% | -16.9% |
| 3Y | +32.9% | +74.9% | -42.1% | -34.3% |
| 5Y | -59.3% | +59.9% | -119.2% | -77.2% |
| All | -73.0% | +169.6% | -242.6% | -92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling